See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,606 | $81,248-91.9% | $155,509-95.8% | $80,856-91.8% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.2pp | 67.6%+27.7pp |
| Annual return | 8.66% | 33.31%-24.6pp | 64.67%-56.0pp | 35.59%-26.9pp |
| Employer contribution / active EE | $513 | $3,100-83.5% | $4,672-89.0% | $2,755-81.4% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $70 | $7,997-99.1% | $15,912-99.6% | $6,918-99.0% |